Wealth Management Administrative Associate (London)

Wealth Management Administrative Associate (London)

08 Nov
|
Scotiabank
|
London

08 Nov

Scotiabank

London

Support Wealth Advisors in London, Ontario, using securities experience, client service, and precise administration to manage daily business needs.

As an Administrative Associate at Scotiabank, you will contribute to Wealth Advisor success through effective administration and day-to-day trading. You will manage client processes, enter directed trades, respond to inquiries, and support portfolio reviews. The position also involves marketing coordination, tracking reports, and collaboration across departments and business lines.

Key Responsibilities:

- Manage administrative processes and investigate escalated client matters
- Enter client trades as directed by clients or Advisors
- Respond to inquiries and complete client transactions promptly




- Coordinate marketing materials, events, and seminars
- Manage tracking reports for targets and financial plans

Requirements:

- Experience in the securities industry
- Investment Representative approval through CIRO
- Excellent verbal and written communication skills
- Solid organization, time management, and attention to detail
- Ability to work independently, take initiative, and meet deadlines

Bring securities knowledge, client service, and organized trading administration to Wealth Advisors at Scotiabank in London.

📌 Wealth Management Administrative Associate (London)
🏢 Scotiabank
📍 London

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